Migrate from FieldFX to monday CRM

Salesforce Account maps to a Monday CRM Organizations board where each Account becomes an item. Account.Name, industry, and employee count map to text and number columns. The Account's address複 fields map to a location column or text columns in Monday.

Salesforce Contact maps to the Monday CRM People board where each Contact becomes a person item. Core fields such as name, email, phone, and job title translate directly to text columns, while address information can be stored in a location column or a set of text fields. Monday's built‑in email tracking and activity log automatically attach to person items, providing a consolidated view of communications without requiring additional integrations.

Salesforce Opportunity maps to the Monday CRM Deals board as items. StageName maps to a Monday status column with stage names as status groups; Amount maps to a numbers column; CloseDate maps to a date column. Opportunity contact roles map to the Deals board's person column.

Salesforce Tasks and Events map to Monday activity columns on the relevant entity board. A call logged in Salesforce becomes a timeline update on the related Contact or Deal item. Original timestamps and owners are preserved as metadata on the update.

FieldFX Ticket__c records become items on a dedicated Tickets board. Ticket number maps to a text column; status maps to a status column mirroring the FieldFX status workflow sequence. Work type, priority, and dispatch fields map to custom columns selected by type.

FieldFX job records map to a Jobs board in Monday CRM. Job ID, job type, and labor hours become columns. Scheduled start and end times map to Monday's date and timeline columns. FieldFX job-site location maps to a location column.

FieldFX EAM asset records require a dedicated Assets board in Monday CRM because monday.com has no native asset management entity. Asset name, serial number, and maintenance status map to custom columns. PM schedule intervals become text or number columns for reference.

FieldFX invoice records require a custom Invoices board in Monday because Monday lacks a native invoice entity. Core fields — invoice number, line items, total amount, and payment status — map to text, number, and status columns respectively. Monday's built‑in product catalog can link to line items for reference, but producing PDF invoices requires a third‑party integration such as PDF Monkey, DocuWare, or a custom automation.

FieldFX timecard entries require a Timecards board in Monday because monday.com has no native time-tracking entity per FieldFX module. Technician, date, hours worked, and ticket link become custom columns. The ticket link uses a connect column or item ID reference.

FieldFX Status Workflows define sequenced ticket statuses with entitlement rules and dispatch triggers. Monday has no native equivalent — the workflow logic must be rebuilt as Monday automation recipes. We export the workflow definition as a reference document for your Monday admin.

Salesforce Files attached to FieldFX records (tickets, jobs, invoices) re-upload into Monday's file columns on the corresponding items. Files over 500MB are flagged for alternative storage because Monday's Enterprise plan caps individual files at 500MB.

Any FieldFX custom objects beyond the standard modules become dedicated boards in Monday CRM, with column types mirroring the source data — text for strings, numbers for quantities, dates for timestamps, and status for pick‑list values. Relationship fields are mapped to text reference columns holding the related record ID or to connect columns where supported, preserving associations without foreign‑key enforcement.

FieldFX Customer Self-Service is a portal construct with role-based access to ticket and invoice data. Monday CRM has guest access at the board and item level but no granular per-record access control equivalent to Salesforce sharing rules. We configure guest access as a best-effort equivalent.

FieldFX scheduling records — which assign technicians to jobs based on route and availability — map to Monday's timeline column on the Jobs board. Resource assignments map to person columns. Route optimization logic has no Monday equivalent and must be handled operationally post-migration. The timeline column also displays start and end dates for each job, and person columns hold the assigned technician. Because Monday lacks route optimization, consider a routing tool post‑migration.